See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,162 | $60,022-79.7% | $88,946-86.3% | $84,808-85.7% |
| Participation rate | 75.7% | 57.8%+17.9pp | 68.8%+6.9pp | 68.3%+7.4pp |
| Annual return | 12.04% | 22.43%-10.4pp | 57.82%-45.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $4,235 | $1,703+148.7% | $2,555+65.7% | $2,631+61.0% |
| Participant deferral / active EE | $1,489 | $3,114-52.2% | $4,581-67.5% | $4,212-64.6% |
| Admin fee / account holder | $4,140 | $4,811-13.9% | $8,261-49.9% | $7,344-43.6% |